Filed November 20, 2014 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $464,847 | $69,305+570.7% | $82,313+464.7% | $69,631+567.6% |
| Participation rate | 99.7% | 80.3%+19.5pp | 76.9%+22.8pp | 70.7%+29.0pp |
| Annual return | 42.63% | 21.47%+21.2pp | 25.88%+16.7pp | 27571.02%-27528.4pp |
| Employer contribution / active EE | $3,984 | $1,887+111.2% | $2,428+64.0% | $2,032+96.0% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $3 | $97-97.1% | $5,608-99.9% | $110-97.4% |